"Needs Attention" Tags Priority

Heather Held Nelson

Hi All,


Does anyone have an explanation of the priority/logic used when ordering the tiles in a Work Center "Needs Attention" Carousel? All I can find is that they are prioritized with "more urgent needs first", but I cannot find the order of priority or what is considered most urgent.


Thanks!

Heather

Aldera Chisholm

In our list, I noticed that all the ones with an outstanding pledge are first in line, and the recent gift with no contact ones are the next. Now, that's just what I see in mine, but maybe a starting point if BB doesn't come back with an answer.  

Diane Ellis

I've confirmed how these are prioritized and I've updated KB 104600 with the details as well.  


The nightly process that assigns tags assigns the priority as well.  If a Constituent meets certain criteria, it is assigned a tag.  Subsequent additional tags will not change the priority.  For example, if a Constituent has an overdue pledge, an upcoming birthday and is lapsing, only the overdue pledge tag will be received because it is the highest priority.  

 

The order is: 

if pledge_overdue is true then priority is 1

if higher_giving_potential is true then priority is 2

if Recent gift is true then priority is 3

if birthday_upcoming is true then priority is 4

if new_donor is true then priority is 5

if registered_for_event is true  then priority is 6

if attended_recent_event is true then priority is 7

if At Risk Donor status then priority is 8

if Lapsing Donor status then priority is 9

if Lapsed Donor status then priority is 10

if Lost Donor status then priority is 11

if no_recent_contact is true then priority is 12

if no_recent_meetings is true then priority is 13

if recently_assigned is true then priority is 14

if recent_wealth_data is true then priority is 15

if high_wealth_rating is true then priority is 16


NOTE: This is a nightly process, so if you modify a Constituent record and they should receive different tags as a result, the new tag will not appear until the next time the process runs.